Page 29 - Unanet CRM: Using Publisher with Microsoft Word

LESSON 3: PROJECT PROFILES

Learning Objectives

Explain how to create a Word Project Profile with Unanet CRM data.
• Explain how to create a Project Profile Template.
• Recall how to upload a Project Profile Template to Unanet CRM.
• Explain how to create and generate a Project Profile Record in Publisher 4.0.

Introduction

Use Unanet CRM’s Publisher 4.0 to create Project Profiles for Projects in the Unanet
CRM account using designed templates and CRM data. Once created, you can access
the Project Profile from the Publisher Manager documentation grid or the Project record
under the Documents tab.

We recommend marking up a hard copy of your existing document with the Unanet
CRM field names for each piece of data. This is a helpful reference document when you
build your Project Profile template.

Note: Set up and apply all styles and formatting to the Word document before adding
placeholder images and variables.

LESSON 3: PROJECT PROFILES ©2023 Unanet. All rights reserved. 29